Sanctuary WealthWealth management platform for independent financial advisors

Partner Conference Innovation Showcase

Deployed humanoid robot at Oasis 2025 partner conference for two days, conducting 52 partner conversations, answering 200+ questions, and capturing 47 media assets while demonstrating Sanctuary's innovation commitment.

52
Partner Conversations
Average 8.5 minutes each
214
Questions Answered
Logistics and platform info
47
Media Assets
Photos and videos captured
94%
Partner Satisfaction
Post-event survey score

Challenge: Elevating Partner Conference Experience

Sanctuary Wealth needed to differentiate their Oasis 2025 partner conference while managing operational efficiency:

  • 400+ financial advisors attending over two days
  • Staff overwhelmed with repetitive logistics questions
  • Need to demonstrate innovation leadership to partners
  • Limited ability to capture conference moments for future use

The goal: create a memorable experience that reinforces Sanctuary's position as an innovative platform while freeing staff for strategic conversations.

Solution: Humanoid Conference Concierge

We deployed a humanoid robot as Sanctuary's conference assistant for the two-day event:

  • Information Hub: Answered questions about sessions, logistics, and platform features
  • Partner Engagement: Created photo opportunities and memorable interactions
  • CEO Integration: Featured in keynote to demonstrate innovation commitment
  • Growth Village Presence: Stationed in main gathering area for maximum visibility

The robot handled routine inquiries while Sanctuary's team focused on high-value partner discussions.

Implementation Details

Quick Setup: Arrived Monday evening, operational by Tuesday morning opening keynote.

Knowledge Base:

  • Complete conference agenda and speaker information
  • Sanctuary platform features and benefits
  • Common partner questions and concerns
  • Growth Village exhibitor details

Conversation Modes:

  • Welcome and orientation for arriving partners
  • Session recommendations based on interests
  • Photo opportunities with branded backdrop
  • Platform capability explanations

Technical Specifications:

Hardware: Humanoid with Gerra OS
Deployment: Sept 16-17, 2025
Location: Scottsdale, Arizona
Operation Hours: 22 hours across 2 days
Support: 1 on-site operator + remote assistance

Results: Enhanced Partner Experience

The deployment delivered measurable improvements:

  • 52 Partner Conversations — Average 8.5 minutes of engaged discussion
  • 214 Questions Answered — From WiFi passwords to platform capabilities
  • 47 Media Assets — Photos and videos for ongoing marketing use
  • 94% Satisfaction Score — Up from 76% at previous conference
  • 12 Staff Hours Saved — Redirected to strategic partner meetings

"The humanoid handled the repetitive questions that usually exhaust our team, letting us focus on meaningful partner discussions. Every advisor wanted a photo with it." — VP of Partner Success, Sanctuary Wealth

Additional Impact

Beyond the metrics:

  • Content Creation: Generated authentic partner interaction photos for year-round use
  • Innovation Demonstration: Tangible proof of Sanctuary's forward-thinking approach
  • Partner Talking Points: Advisors shared robot interactions with their own clients
  • Team Morale: Staff appreciated having routine questions handled automatically

What's Repeatable

Conference Enhancement Model: Physical robots create memorable experiences while improving operational efficiency. The combination of practical utility (information delivery) and engagement (photo opportunities) delivers value beyond traditional conference investments.

Key Success Factors:

  1. Clear role definition — information and engagement, not sales
  2. Strategic placement in high-traffic areas
  3. Simple, helpful interactions that add value
  4. Integration with executive messaging
  5. Focus on creating shareable moments

The deployment proved that innovation showcase and operational efficiency can be achieved simultaneously, creating lasting value for both partners and the hosting organization.

Summary
  • Company: Sanctuary Wealth
  • Sector: Wealth management platform for independent financial advisors
  • Location: Scottsdale, Arizona
  • Stages: Production

Media

Sanctuary team with humanoid at Oasis 2025
Sanctuary team with humanoid at Oasis 2025
Partner engagement in Growth Village
Partner engagement in Growth Village
Executive interaction during conference
Executive interaction during conference
Partners queuing for robot interaction
Partners queuing for robot interaction
Featured in Sanctuary marketing materials
Featured in Sanctuary marketing materials